Description
Some careers have more impact than others. If you're looking for a role where you can continue to make an impression, take the next step at Hang Seng where your contributions will always be valued.
Commercial Banking - Corporate Wealth and Sales Management Hang Seng's Commercial Banking business provides customized one-stop financial solutions to our corporate customers, from prime small and medium-sized businesses to publicly listed companies around the world, we offer a comprehensive range of services including corporate lending, trade and receivables finance, structured loan, cash management, investment, treasury services, insurance and e-Banking services.
As a reliable financial partner, we attend to the specific business needs of our customers and provide efficient tailor-made banking solutions through our relationship managers and dedicated specialists.
We are currently seeking a high caliber professional to join our team as Manager, Investment and Insurance Specialist, Corporate Banking.
Principal Responsibilities
- Drive Investment & Insurance (I&I) sales and cross-selling within the BBC Mass segment in partnership with BBC PMs and achieve the BBC Centre's business targets
- Increase the penetration of digital investment platforms and insurance products among BBC Centre's existing customer base
- Accelerate customer acquisition and servicing through digital platforms by encouraging online investment engagement, activating investment services for ETB customers and promoting new digital investment account openings
- Develop the China Nexus segment, particularly non WEM Mainland Chinese customers, by identifying and converting opportunities related to their investment, insurance and broader wealth-management needs
- Provide client training to encourage customers to trade and transact online via the mobile banking app and e-banking website, thereby increasing the adoption of self-directed digital investment service (DIY)
- Provide I&I training and preparing coaching materials to BBC PMs in identifying and referring potential customers effectively
- Identify and refer HNW prospective customers to CWM / BBD RMs for further engagement and relationship building
- Ensure that all investment, insurance, onboarding, sales and promotional activities comply with applicable KYC, suitability, conduct, risk management and regulatory requirements
Requirements
- University degree in Business Administration, Finance or related disciplines with proven relevant working experience
- Good knowledge of investment products and strong technical competency with good knowledge of the investment market and economic environment. Preferably a CFP or CFA
- Passes in HKSI Licensing Examination for HKMA RI Type 1, 4, 7 registrations and passes all relevant papers of Insurance Intermediaries Qualifying Examination
- Strong self-motivation with good communication, interpersonal and analytical skills
- High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
- Good sense of ownership and servicing mindset to ensure efficient and effective customer service processes
- Proficiency in both English and Chinese; fluency in Putonghua and other dialects an advantage
- Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage